Titelia

Holdings of Themes Lithium & Battery Metal Miners ETF

Themes ETF Trust · 45 declared positions · as of Mar 31, 2026

Original filing · Net assets 2.9M $ · Ten largest lines: 52.4 % of the equity sleeve

Sector breakdown

  • Unattributed 100.0 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • CNY 37.5 %
  • AUD 35.5 %
  • CAD 13.0 %
  • USD 10.7 %
  • EUR 3.3 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • CN 37.5 %
  • AU 35.5 %
  • CA 10.6 %
  • US 9.3 %
  • FR 2.4 %
  • CH 2.3 %
  • CL 1.5 %
  • NL 1.0 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValue (USD)Share
CN141.1M $37.48 %
AU151M $35.48 %
CA10308.3K $10.62 %
US2269.3K $9.27 %
FR169.2K $2.38 %
CH168.1K $2.34 %
CL142.8K $1.47 %
NL127.6K $0.95 %

Positions

CompanySharesValue (USD)Weight
PLS Group Ltd 88,449312.5K $10.72 %
Albemarle Corp 1,394250.3K $8.59 %
Guangzhou Tinci Materials Technology Co Ltd 26,516176.6K $6.06 %
Tianqi Lithium Corp 17,200138.1K $4.74 %
Ganfeng Lithium Group Co Ltd 11,100125.9K $4.32 %
Liontown Ltd 101,061118.5K $4.07 %
Zhejiang Huayou Cobalt Co Ltd 13,800117.3K $4.03 %
IGO Ltd 19,560105.9K $3.64 %
Elevra Lithium Ltd 16,54595.4K $3.28 %
GEM Co Ltd 70,80080.9K $2.78 %
Lithium Americas Corp 20,27580.6K $2.77 %
Core Lithium Ltd 465,79478.7K $2.70 %
Beijing Easpring Material Technology Co Ltd 10,00074.3K $2.55 %
Mineral Resources Ltd 1,90970.6K $2.42 %
Eramet SA 1,18569.2K $2.37 %
Lithium Argentina AG 10,17968.1K $2.34 %
Youngy Co Ltd 6,00066.3K $2.27 %
Shanghai Putailai New Energy Technology Group Co Ltd 13,10060.6K $2.08 %
Xiamen Tungsten Co Ltd 7,50060.4K $2.07 %
Shenzhen Capchem Technology Co Ltd 6,90056.3K $1.93 %
Lake Resources NL 985,34450.3K $1.73 %
Canada Nickel Co Inc 42,50548.9K $1.68 %
St George Mining Ltd 610,15448.4K $1.66 %
Sociedad Quimica y Minera de Chile SA 52942.8K $1.47 %
Sichuan Yahua Industrial Group Co Ltd 12,30041.3K $1.42 %
Talon Metals Corp 9,04441K $1.41 %
Standard Lithium Ltd 10,90139K $1.34 %
Jiangsu Ruitai New Energy Materials Co Ltd 13,10036.6K $1.26 %
PMET Resources Inc 11,25335.9K $1.23 %
Ningbo Shanshan Co Ltd 18,40035.3K $1.21 %
Chalice Mining Ltd 31,36130.6K $1.05 %
ioneer Ltd 318,41628.6K $0.98 %
AMG Critical Materials NV 70227.6K $0.95 %
Minerals 260 Ltd 58,06527.4K $0.94 %
Sigma Lithium Corp 2,07125.4K $0.87 %
Energy Transition Minerals Ltd 364,94423.4K $0.80 %
Vulcan Energy Resources Ltd 10,41722.9K $0.79 %
Atlas Lithium Corp 4,37219K $0.65 %
Ganzhou Teng Yuan Cobalt New Material Co Ltd 2,10018.3K $0.63 %
Q2 Metals Corp 10,52616.3K $0.56 %
Syrah Resources Ltd 163,37314.7K $0.50 %
Lithium Ionic Corp 11,0549.5K $0.33 %
Largo Inc 5,1445.9K $0.20 %
American Lithium Corp 14,5965.9K $0.20 %
Syrah Resources Ltd 123,7672.1K $0.07 %